American Money Management’s Novartis NVS Stock Holding History

American Money Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,031	Closed	-$381K	–	90
2020 Q4	$381K	Sell	4,031 -1,104	-21%	-$96.5K	0.15%	66
2020 Q3	$447K	Sell	5,135 -1,070	-17%	-$92.7K	0.2%	57
2020 Q2	$542K	Sell	6,205 -29,334	-83%	-$2.53M	0.25%	56
2020 Q1	$2.93M	Buy	35,539 +675	+2%	+$60.2K	1.64%	27
2019 Q4	$3.3M	Sell	34,864 -186	-0.5%	-$16.7K	1.54%	32
2019 Q3	$3.05M	Sell	35,050 -2,054	-6%	-$184K	1.63%	30
2019 Q2	$3.39M	Sell	37,104 -4,621	-11%	-$391K	1.81%	23
2019 Q1	$3.59M	Sell	41,725 -2,008	-5%	-$161K	2%	20
2018 Q4	$3.36M	Sell	43,733 -1,086	-2%	-$84.5K	2.12%	22
2018 Q3	$3.46M	Sell	44,819 -140	-0.3%	-$10.3K	1.98%	21
2018 Q2	$3.04M	Buy	44,959 +1,029	+2%	+$71K	1.84%	27
2018 Q1	$3.18M	Buy	43,930 +1,167	+3%	+$88.8K	1.99%	22
2017 Q4	$3.22M	Buy	42,763 +8,859	+26%	+$668K	1.95%	24
2017 Q3	$2.61M	Sell	33,904 -137	-0.4%	-$10.3K	1.73%	29
2017 Q2	$2.55M	Sell	34,041 -991	-3%	-$70.2K	1.81%	28
2017 Q1	$2.33M	Buy	35,032 +2,553	+8%	+$170K	1.72%	33
2016 Q4	$2.12M	Sell	32,479 -1,655	-5%	-$107K	1.71%	30
2016 Q3	$2.42M	Buy	34,134 +192	+0.6%	+$14K	1.93%	25
2016 Q2	$2.51M	Buy	33,942 +2,634	+8%	+$182K	2.08%	21
2016 Q1	$2.03M	Buy	31,308 +720	+2%	+$49K	1.68%	29
2015 Q4	$2.36M	Buy	30,588 +3,432	+13%	+$273K	2.02%	16
2015 Q3	$2.24M	Buy	27,156 +3,525	+15%	+$314K	2.11%	12
2015 Q2	$2.08M	Sell	23,631 -328	-1%	-$30.1K	1.76%	24
2015 Q1	$2.12M	Sell	23,959 -480	-2%	-$42.6K	1.85%	18
2014 Q4	$2.03M	Buy	24,439 +186	+0.8%	+$15.4K	1.75%	19
2014 Q3	$2.05M	Buy	24,253 +1,989	+9%	+$161K	1.73%	19
2014 Q2	$1.81M	Sell	22,264 -1,133	-5%	-$89.1K	1.48%	28
2014 Q1	$1.78M	Buy	23,397 +17	+0.1%	+$1.24K	1.51%	25
2013 Q4	$1.68M	Buy	+23,380	New	+$1.63M	1.45%	31

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Money Management's NVS Position: Q1 2021 in Review

American Money Management sold out of Novartis (NVS) in Q1 2021, closing a stake of 4,031 shares — an estimated $381K sold.

American Money Management first reported a position in NVS in Q4 2013 and held it in 29 quarters. The position peaked at $3.59M in Q1 2019. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

American Money Management reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
American Money Management sold 4,031 Novartis shares in Q1 2021, an estimated $381K.
American Money Management first reported a position in Novartis in Q4 2013 and held it in 29 quarters.
American Money Management's Novartis position peaked at $3.59M in Q1 2019.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on American Money Management's 13F filing for Q1 2021, filed 12 May 2021.